Pacific Sun Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $633K | Hold |
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|
2023
Q4 | $591K | Hold |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $386K | Buy |
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|
2019
Q2 | $320K | Buy |
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